Value Green Strategy
Responsibleinvesting
With our Value Green strategy, you invest in companies that meet our modern value investing criteria as well as high sustainability standards (according to MSCI rating).
Value Green Strategy
Responsibleinvesting
With our Value Green strategy, you invest in companies that meet our modern value investing criteria as well as high sustainability standards (according to MSCI rating).
- Investment in sustainable individual shares
- 5 individual Portfolios
- First-class ESG rating (MSCI Target Score of >7.1)
20,000€ / 50,000€
Minimum investment amount
(depending on custodian bank)
1,2% / 1,5% p.a.
All-In Fee
(depending on custodian bank)
10%
Performance Fee
(High Water Mark Principle)
Individual shares and bond ETFs
Sustainable asset accumulation made easy
Our Value Green strategy offers you the opportunity to build assets responsibly and with the highest sustainability standards in mind.
Our sustainable portfolios contain 25-35 individual stocks of companies that we select according to modern value investing principles and that meet environmental, social, and governance requirements according to ESG criteria.
The portfolios are supplemented with three ESG-compliant bonds ETFs.
Take a look at our portfolios!
Fundamentally strong companies
No renunciation of performance
Sustainable investing does not mean having to compromise between a clear conscience and strong performance.
In our Value Green portfolios, we also invest in fundamentally strong companies with long-term competitive advantages and outstanding management – with the aim of achieving long-term outperformance.
How the ESG score works
The ESG rating was created to evaluate companies with regard to their sustainability efforts. The concept of sustainability covers not only environmental aspects, but also includes the focal points of “social” and “corporate governance”.
Environmental
(Environment)
- - Climate strategy
- - Energy efficiency
- - Water management
- - Renewable energies
- - etc.
Social
(Social)
- - Employees
- - Human rights
- - Working conditions
- - Safety regulations
- - etc.
Governance
(Corporate governance)
- - Management structures
- - Business ethics
- - Tax transparency
- - No conflicts of interest
- - etc.
The sustainability efforts of the companies are assessed by MSCI with an ESG rating or an ESG Quality Score. We aim for a rating of “AA” or a score above 7.1 by investing in companies that are leaders in sustainability.
You determine your growth opportunities
Within the Value Green strategy, you can choose from five portfolios, which differ in their respective equity or bond share. A higher share of equities generally means more long-term growth potential with higher fluctuations in value.
Conservative
Value
Green 20
Long-term preservation of real assets with small fluctuations
Defensive
Value
Green 40
Long-term asset growth with moderate fluctuations
Balanced
Value
Green 60
Greater growth in the long term with medium fluctuations
Dynamic
Value
Green 80
Significant long-term growth with major fluctuations
Offensive
Value
Green 100
Strong long-term growth with major fluctuations
Can’t make up your mind?
During our application process, we will suggest a suitable portfolio based on your knowledge and risk appetite.
Return
Performance of the Value Green Portfolios since inception
Our fees: Transparent & fair
The costs for the Value Green strategy consist of our asset management fee plus bank charges. If we reach a new high with your securities account, an additional performance fee of 10 % is charged on the gains.
Your costs depend on the investment amount paid in:
Management fees Estably
Amount paid in
from € 20,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000
Costs p.a.
1.19 %
1.09 %
0.99 %
0.89 %
0.79 %
On request
plus 0.30 % bank charges
- Our administration fees include:
- Portfolio management
- Personal advice
- Service fees
- Bank charges include:
- Custody fees
- Account management fees
- Service fees
- Transaction costs
- Annual tax reports
- Cross-Border Fees
Awards
Invest in the winner of real money performance tests
biallo.de
Performance winner 2023
geldanlage-digital.de
Performance winner 12 months (02/2024)
brokervergleich.de
Performance winner 2023
brokervergleich.de
Best risk-return ratio 2023
At a glance
Value Green Strategy
- Modern Value Investing
- Participation in outstanding, sustainable companies
- Supplemented with sustainable bond ETFs
- Own securities account at Baader Bank or Liechtensteinische Landesbank
- Access to your personal dashboard
- Regular updates on your investments
Our strategies
Best of Funds
The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.
Modern Value
Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.
Value Green
With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.
Asset Protect
This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.
